We specialise in the creation, growth & protection of your Financial Nest Egg both inside and outside of superannuation.

We have young clients who have just commenced to seasoned retirees.

We are well connected with every aspect of Financial Planning and network with other professionals as required.

We have no affiliation with any Bank, Fund Manager or Life Insurance Office.

We operate in the direct investment and capital markets with a high level of transparency - you know where your money is!

We are eminently suitable for both the active style of investor or clients who simply wish to focus on lifestyle and income/cash flow whilst in the knowledge that we are only a 'phone call away in need.

We will remain a "boutique" operation with a succession plan in place to ensure a high standard of personalised attention is delivered and reserve the right to place a "cap" on client numbers.

We draw on skills from operating in all market cycles and maintain a healthy cynicism of big budget advertising in the media.

We believe that sustainable income cash flows which are supported by adequate "Critical Mass" in investment  should be the cornerstone of financial security for the majority of our clients and actively work to achieve this.